The Daily Brief by Greyhound Research

The Daily Brief by Greyhound Research | April 9, 2025

The Daily Brief by Greyhound Research provides a strategic overview of significant technology developments impacting enterprises. Aimed at professionals, the bulletin presents concise summaries accompanied by insights intended to facilitate informed decision-making among executives. Key stories highlight concerns over tariff impacts on major tech stocks, Microsoft vulnerabilities exploited by ransomware, and acquisitions aimed at enhancing AI capabilities within enterprises. Noteworthy advancements in AI and tech infrastructure, along with evolving policies from the U.S. and Europe, underscore the shifts in global technology dynamics. The publication serves as a valuable resource for leaders navigating these rapid changes in the technology landscape.

How Intel’s TSMC Venture Could Reshape Chip Supply Chains

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The Daily Brief by Greyhound Research

The Daily Brief by Greyhound Research | April 8, 2025

The Daily Brief by Greyhound Research offers an executive-oriented summary of key technology developments over the past 24 hours, tailored for professionals at the enterprise level. Featuring concise news summaries and Greyhound Standpoints, the brief emphasizes global trends affecting technology, regulation, and market dynamics. Recent highlights include significant market losses for major tech firms due to tariffs, strategic adjustments from corporations like Apple and Tesla, and the impact of these tariffs on startups and venture capital. Furthermore, it discusses advancements in AI and technological governance, illustrating the evolving landscape for enterprises in the face of regulatory changes and geopolitical risks.

The Weekend Brief by Greyhound Research

The Weekend Brief by Greyhound Research | April 6, 2025

Greyhound Research's Weekend Brief provides essential insights for CXOs by analyzing significant global tech developments. The latest edition celebrates the 12th anniversary of the company, emphasizing the importance of independent, conviction-led research in a vendor-dominated market. Key topics include the implications of viral content on data governance, potential shifts in Indian IT caused by U.S. tariffs, the unveiling of bootloader vulnerabilities by Microsoft's AI, and Airtel's transformative 2Africa cable project influencing cloud latency and digital sovereignty. Additionally, IBM and L’Oréal's development of domain-specific AI for the beauty industry is highlighted as a notable trend.

More Than a Cable: Why Airtel’s 2Africa Pearls Landing Rewires India’s Digital Future

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Nvidia’s Quantum Leap: Bridging Classical and Quantum Computing

Nvidia is making significant strides in quantum computing through its Accelerated Quantum Research Center in Boston, focusing on hybrid quantum-classical computing rather than competing on qubit development like IBM, Google, and Microsoft. By leveraging its CUDA framework, Nvidia enables integration across various quantum simulators and processing units, which enhances real-world application development. This approach shifts the industry from "quantum supremacy" to "quantum practicality," prompting startups to demonstrate interoperability with classical systems. Nvidia’s platform could become pivotal for enterprises, underscoring the importance of preparing AI and HPC roadmaps to accommodate quantum computing sooner than previously anticipated.

Understanding OpenAI’s New AI Model Integration and Its Benefits

OpenAI has decided to integrate the "o3" model into GPT-5 rather than releasing it as a standalone product, which reflects an attempt to streamline usage amidst increased competition from cost-effective models like DeepSeek. Sanchit Vir Gogia of Greyhound Research highlights that many organizations prefer simple pricing and integration to avoid the complexities of tiered costs, especially in enterprise settings. He notes that while AI spending discussions are prevalent, costs can be unpredictable due to factors like customization and compliance. The merger of O-series and GPT-series is also viewed as a response to the evolving landscape of open-source AI solutions.

IndiaAI Mission Gets ₹2,000 Crore Boost In Union Budget 2025

Perplexity has launched Sonar, an API service that integrates its generative AI search technology into applications. Despite real-time advantages, enterprises are cautious due to concerns about data privacy and accuracy. Success hinges on deep customization for specific industries, with initial uses likely remaining specialized before evolving into standardized templates.

Perplexity Launches Sonar: A New Era for Enterprise AI Search

Perplexity has launched Sonar, an API service that integrates its generative AI search technology into applications. Despite real-time advantages, enterprises are cautious due to concerns about data privacy and accuracy. Success hinges on deep customization for specific industries, with initial uses likely remaining specialized before evolving into standardized templates.

Lessons From India’s TikTok Ban For The US Government

As TikTok faces an impending deadline to divest from its Chinese parent company, ByteDance, its future can be compared to India’s 2020 ban on the app. Sanchit Vir Gogia, chief analyst & CEO of Greyhound Research, explained that banning TikTok…

Google Faces New Labor Board Complaint Over Contractor Union Bargaining

The case outcome could set a precedent for how contract workers are treated across the tech industry, where companies frequently rely on third-party staffing firms. “Companies may need to rethink their mix of employment types and how they engage contract…

Now, An Indian Aggregator For GenAI Apps Offers Daily Subscription Plan

Just when you thought the subscription world had everything from rides to ramen, here comes the Uber of AI — delivering algorithms instead of appetizers, all in one sleek package. But will an aggregator model for GenAI platforms work? Independent…

Apple, Google, Meta See Faster Growth In India Than Globally

Big tech companies are growing faster in India than their global growth rate. Over the last four fiscal years, Apple India, Google India, and Facebook India have been performing better than their global counterparts.  Regarding the future of these companies in…

Google Faces Scrutiny As DuckDuckGo Calls For Fresh EU Probes Into Compliance

DuckDuckGo has urged the European Commission to open three investigations into Google’s compliance with the EU’s Digital Markets Act (DMA), alleging non-compliance with key obligations under the law.  Sanchit Vir Gogia, chief analyst and CEO at Greyhound Research, added that it’s important…

Google Bets On Nuclear Power To Drive AI Expansion

Google has signed its first corporate deal to purchase power from multiple small modular reactors (SMRs) to meet the energy needs of its AI systems, marking a key step as AI companies shift toward nuclear power. SMRs are being promoted…

Kaspersky’s US Customers Receive ‘UltraAV’ Swap, Raising Red Flags

Months after the US government banned Kaspersky Lab products, some users report that their antivirus software was replaced without notice by “UltraAV,” a relatively unknown program. “For enterprises, permissions that allow for such sweeping changes are rarely given, and (ideally)…

Dell Banks On AI Factory, GenAI Growth

Dell Technologies is sharpening its focus on providing artificial intelligence (AI) and generative AI (GenAI) solutions in alignment with global trends and customer needs. Reinventing is both an opportunity and a challenge given Dell's legacy, says Sanchit Vir Gogia, founder…

Qualcomm Eyes Pieces Of Intel’s Struggling Chip Business

Qualcomm is reportedly exploring the possibility of acquiring parts of Intel’s chip design business to enhance its product portfolio. This potential move comes as Intel faces financial difficulties, prompting the company to consider divesting certain business units and assets, according…

The Most Affordable Cloud Service In The Market, Jio Cloud Could Disrupt Apple, Google Dominance

In a bid to disrupt the domination of big tech players such as Google and Apple in the B2C cloud space, Reliance announced a disruptive welcome offer on Jio Cloud providing 100GB of free storage. Google charges ₹130 a month or ₹1,300 per annum…

S2E1: #ONTrigger with Shanker Selvadurai, VP & CTO of IBM Technology Asia Pacific

Catch Shanker Selvadurai, Vice President and CTO of IBM Technology Asia Pacific, in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst and CEO of Greyhound Research, on GreyhoundTV ONTrigger, our peer-to-peer dialogue series. In this exchange, Sanchit (SVG) spoke…

IT Firms’ Margins Hit A Three Year Low In FY24

As economic troubles starting with the war in Ukraine spelled trouble for Western markets like Europe, firms have largely been reporting declining margins in every financial year. The risk of recession in the 2024 fiscal along with necessary investments into generative AI…

Vi To Renew Tech Outsourcing Deal With IBM For About $1 Billion

Renewal of the tech outsourcing deal comes even as Vi's board meets Saturday to consider raising Rs 20,000 crore via a preferential share issue. Earlier this week, Vi's shareholders approved a proposal to raise this capital through equity and equity-linked…

HPE’s Acquisition Of Juniper Will Propel Its Position In The Global AI Race

Juniper's Mist AI is of strategic importance to HPE. This is due to HPE's shift in computing strategy, which is increasingly focused on enabling a broad spectrum of AI applications. “HPE is experiencing a plateau in growth within its established…

Questions Raised As Amazon Q Reportedly Starts To Hallucinate And Leak Confidential Data

As Amazon's next big bet in generative AI starts to hallucinate, experts question if the new generative AI assistant is ready for prime time. Reports of hallucinations raise concerns about the need for regulations and the severity of rules that…

Around 79% Of ChatGPT’s Enterprise Customers Come From Microsoft Azure-OpenAI Partnership

Most of the customers are still exploring the technology at proof-of-concept stages and the real picture will only emerge once it completes a year and yearly subscription renewals happen, say analysts. According to Sanchit Vir Gogia, founder and CEO of…

Google’s ‘Multimodal’ AI Model Gemini: What It Means For Enterprises?

Google’s Gemini has already got enterprises and start-ups excited as they find a worthy alternate to OpenAI’s GPT-4, said industry experts, coming few days after the technology giant unveiled its largest and most advanced AI model to date. While Gemini is…

Tata Motors, Air India To Be Brought On-Board Tata Neu

Eighteen months after the launch of its digital super app, Tata Neu will expand its portfolio by bringing Air India and Tata Motors on the platform. Both these businesses are among the largest brands of the Tata Group. Tata Motors was founded in…

E12: #GreyhoundTV #ONTrigger with Roger Premo, General Manager, Corporate Strategy and Ventures, IBM

Catch Roger Premo, General Manager, Corporate Strategy and Ventures, IBM in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst & CEO, Greyhound Research, on GreyhoundTV ONTrigger, our peer-to-peer dialogue series. In this exchange, Sanchit spoke with Roger about a…

Product Spotlight E05: Oracle Human Capital Management (HCM)

In this 5th exchange (E05) of Product Spotlight, we host Shaakun Khanna, Vice President and Head for SaaS & HCM Applications Alliances for Asia Pacific, at Oracle Corporation. In his current role, Shaakun is responsible for the overall go-to-market strategy and…

E11: #GreyhoundTV #ONTrigger with Robert Oh, EVP, Head of Digital Strategy, Doosan Group & COO, DDI

Catch Robert Oh, Executive Vice President, Head of Corporate Digital Strategy, Doosan Group & COO, Doosan Digital Innovation (DDI) in an exclusive conversation with Sanchit Vir Gogia, Chief Analyst & CEO, Greyhound Research, on GreyhoundTV ONTrigger, our peer-to-peer dialogue series.…